What happens if I fail to plan?
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William A. Conway, J.D., in a professional career as a tax attorney, investment banker, and legal educator, serves his clients with both financial and legal counsel. A graduate of Georgetown University Law Center, he is a registered investment advisor and tax attorney included in both Who's Who in Finance and Industry and Who's Who in American Law. Mr. Conway is also a member of the bars of the Commonwealth of Virginia, District of Columbia, and the State of Maryland.
His practice is dedicated to building wealth enhancement strategies for his client families' estates and businesses, using far-reaching, advanced planning to achieve preserved wealth for generations. The firm's priority is our relationship with our client families and their personal, professional and estate goals.
Mr. Conway was an Adjunct Professor of tax law at George Mason University School of Law, where he taught law for five years and has lectured at Georgetown University Law Center. He annually teaches continuing education courses on estate planning and wealth preservation for attorneys, financial planners, and accountants.
A founding member of WealthCounsel, LLC , he serves as chairman of the Legacy Consulting Group and is a member of the National Academy of Elder Care Law Attorneys. In addition, Mr. Conway serves on the Greater McLean Chamber of Commerce and is President of the McLean Symphony, McLean, Virginia.
Invited for guest appearances on television programs such as "The Money Makers" on PBS, Mr. Conway also created and hosted the radio series, "Legacy," for many years on Washington Business Radio. You may now hear him on his new show, "Family Fortunes" on WTNT 570 AM Radio in the Washington Metro area each Saturday morning.
Generations, an updated companion book to the original "Legacy" radio show, is a 500+ page, hard-backed book, indexed by subject, and includes every aspect of estate planning.
What happens if I fail to plan?
In this video series, William Conway explains the basics of estate planning.
This series: 35,581 views
Transcripts
Host: What happens if I fail to plan?
William Conway: Well, the failure to plan is clearly the first mistake and that is the biggest and most common mistake that people make of all. People assume that certain elements of their property is going to move to others simply because they thought that others believe that the planning that they did by using joint tenants rights of survivorship with their husband, wife or other family members or by using beneficiary designations is sufficient enough to plan. The real answer is that by failing to plan we leave awful lots of chance and what we are trying to of course, is reduce the possibility of having the result we do not want which very often, is the worst result and we want to make sure that we ensure the result we do want which is the best result.
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